Jamie Lillis

Jamie has over 20 years of capital markets and strategic communications experience which provides a unique perspective and skillset as he advises executive management teams on a wide range of topics including corporate positioning and messaging, investor and employee communications, executive management transitions, M&A, and public equity issuance. In his role, Jamie partners with executive management teams to develop strategic communications programs designed to deliver impactful corporate messaging combined with appropriate financial transparency to achieve a company’s fair value in the market.

Today, Jamie leads Solebury Trout’s Financial Services practice where he provides strategic counsel to both public and private company management teams covering all aspects of investor relations. Jamie has managed the strategic investor relations’ programs for leading companies in the insurance, banking, fin tech, real estate, specialty finance and asset management sectors. Jamie also has experience providing strategic advice to companies in the building products, business services, retail, TMT, and transportation sectors.

Prior to joining Solebury in 2011, Jamie was an institutional equity salesperson at Banc of America Securities in their middle markets group. Following the acquisition of Merrill Lynch in January 2009, Jamie was selected to join a Real Estate focused sales team expanding his coverage to include dedicated REIT investors such as Cohen & Steers and APG Asset. Jamie started his Wall Street career on Credit Suisse First Boston‘s Institutional Equity Sales desk where he spent nine years developing relationships with many of the firm’s most important clients such as Blackrock, Deutsche Asset Management, PIMCO Equity, Fred Alger, and Dreyfus.

Prior to his career on Wall Street, Jamie was an account marketing representative for the Xerox Corporation where he completed their extensive sales training programs and earned distinction, having received President and Par Club awards.

Jamie received his B.A. in History from Bucknell University and an MBA in Finance from Cornell University’s S.C. Johnson Graduate School of Management. He also holds Series 7 and 63 securities licenses and is a member of the National Investor Relations Institute (NIRI).